Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.
姓名 | Prudent Partner Desk |
---|---|
安卓版本 | 5.1 |
出版商 | Prudent Corporate Advisory Services Ltd. |
類型 | BUSINESS |
尺寸 | 11.9 MB |
版本 | 4.2.5 |
最後更新於 | 2023-10-03 |
下載 | 50,000+ |
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Detail Prudent Partner Desk
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Other Report:
This section provides Transaction Details, Sip Renewal and Brokerage Summary.
(5) Post Query:
This section allows you place and trace query for A/C statement.
Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.